Free Tax Service

What Is Free Tax Service?

The Earned Income Tax Credit (EITC) is a refundable federal income tax credit that provides millions of dollars in assistance to working individuals and families in West Virginia. MountainHeart Community Services, Inc. oversees two of the seven regional coalitions. The EITC is for working families and individuals with low and moderate incomes. It can help reduce tax burdens, boost income and help people move to financial independence.

We coordinate and offer VITA (Volunteer Income Tax Assistance) services, as well as provide financial education and information on EITC (Earned Income Tax Credit). Outreach activities include the dissemination of educational and promotional materials, a media campaign and tax assistance.

Who Is Eligible?

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people with low to moderate incomes, persons with disabilities and limited English-speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

How Can I Get My Taxes Completed For Free?

For more information about our services or if you are interested in becoming a Coalition member or VITA volunteer, please contact the the appropriate Coalition Manager for your county.

 

Kate Didden Profile 1025

Kate Didden

Coalition SErvices Manager

Eastern Panhandle EITC Coalition

For Berkeley, Grant, Hampshire, Hardy, Jefferson, Mineral, Morgan and Pendleton counties, contact us at 304-262-1584.

 

 

 

 

 

Bryan Kenneda

Coalition SErvices Manager

Southern WV EITC COALITION

For Fayette, Greenbrier, McDowell, Mercer, Monroe, Nicholas, Pocahontas, Raleigh, Summers, and Wyoming counties, contact 304-682-8271 Ext 129.

FIND YOUR SITE

Click on the map below for information on a Free Tax Preparation Site Near You

VITA Site Map

WHAT TO BRING

VITA TAX PREPARATION

Please read this checklist and bring the paperwork that applies to you – starred items are required for everyone.

  • Proof of identification (photo ID) for taxpayer and taxpayer spouse if married filing jointly****
  • Social Security cards for you, your spouse and dependents (ITIN and Social Security benefit statements can be used in place of SS card)*****
  • Birth dates for you, your spouse and dependents on the tax return*****
  • Wage/earning & other income statements (Form W-2, W-2G, 1099-R,1099NEC,1099SSA, Unemployment compensation 1099G, 1099K)****
  • Any letter you received from IRS or your state tax dept including Identity Protection PIN letter
  • Any legal papers regarding custody or tax arrangements for dependents
  • Interest and dividend tax forms from financial institutions (Forms 1099-INT and 1099-DIV), brokerage statements, 1098VLI Vehicle Loan Interest Statement and tax statement from sale of property
  • Form 1095-A for advance premium tax credit if you have bought Marketplace health insurance.
  • If you pay for daycare to work bring a statement showing amount paid and provider information.
  • BRING WV STATE CREDIT FORMS: SCTC-1 FOR SENIOR CITIZEN CREDIT, MV1 for Motor Vehicle Credit
  • If self-employed (DoorDash, Instacart, own business) bring a one page summary that lists all your expenses and all income. We can only claim business mileage (miles between first job and additional ones in same day, miles to buy supplies) please bring car make/model and year.
  • For Education Credits bring 1098-T and list of college book costs for yourself or dependents.
  • A copy of last year’s taxes and your bank account routing and account numbers for direct deposit

Bring all documents to appointment and arrive 15 minutes early.  DO NOT COME TO APPOINTMENT IF YOU ARE SICK.  BRING READING GLASSES to complete forms/review taxes.

IF YOU HAVE A PRINTER, FILL OUT YOUR INTAKE FORM HERE 
https://www.irs.gov/pub/irs-pdf/f13614c.pdf
13614-C Intake/Interview & Quality Review Sheet

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